Weekly market news, latest edition
Fertiliser market news, 12 to 18 October 2026
The week's developments that bear on fertiliser markets, from feedstocks and energy to farm demand, with a link to every report cited. A new edition every Monday, for the week from Monday to Sunday.
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The week along the value chain
Select a step to read its key points.From inputs to the farm
Feedstocks and energy BofA put the rise in European gas prices at 30% in Q4 2026, pointing to low storage. 5 key points Production and companies Egypt's petroleum ministry discussed a phosphate fertiliser complex with Fertiglobe, to be built at Ain Sokhna, with investments above $1.5 billion. 5 key points Trade flows and logistics Venezuela's Pequiven exported 30,000 tonnes of fertilisers to the United States. 5 key points Prices and tenders Reports differ on world urea. 6 key points Crops and farm demand A UN agency said disruption to Hormuz shipping is now beginning to affect harvests. 6 key points Policy acting on the chain
Trade policy and sanctions Reports said the US imported Belarusian potash in a 30,000-tonne shipment, the first such import in four years. 5 key points Farm and fertiliser policy Ireland announced a €46.2m Fertiliser Exceptional Aid Scheme. 6 key points Context
Geopolitics and macro Houthi missiles hit Riyadh airport on consecutive days, including a deadly strike. 6 key points The week's 44 key points, with a link to every report with a free account.
Feedstocks and energyBack to the value chain
- BofA put the rise in European gas prices at 30% in Q4 2026, pointing to low storage. Other reports said storage has hit lows and prices are set to stay high. European Unionwebindia123.combruneinews.net
- Saudi Arabia said Houthi attacks sparked a fire at an Aramco building and left four injured in Riyadh. The Houthis vowed further attacks on Saudi oil facilities and airports. Saudi Arabiamanilatimes.netarynews.tv
- The Houthis said a Saudi-led coalition struck oil facilities in western Yemen, killing two. The coalition told residents of Sanaa living near an oil facility to evacuate. Yemeneasternriverinachronicle.com.aumoneycontrol.com
- Zelensky said Ukraine will resume strikes on Russian refineries, saying "we're done" with the energy truce, and a refinery was hit. Trump called the renewed attacks "a disgrace". Russiatheglobeandmail.comjowhar.com
- Trump announced an energy ceasefire between Russia and Ukraine, but Zelensky said Russian strikes on Ukrainian energy sites continued. Reports said Russia hit Ukrainian gas facilities. Ukrainesbs.com.aucp24.comnorthernpublicradio.org
Production and companiesBack to the value chain
- Egypt's petroleum ministry discussed a phosphate fertiliser complex with Fertiglobe, to be built at Ain Sokhna, with investments above $1.5 billion. Egyptshorouknews.comdostor.org
- The Asian Development Bank and the government of Japan are financing AM Green's ammonia plant in Kakinada, described as one of the world's largest green ammonia plants. Indiaindiatimes.comadb.org
- Reports said Tunisia needs 15 billion dinars to raise annual phosphate production to its target of 10 million tonnes. Tunisiarealites.com.tnafricanmanager.com
- OCP is moving to take full ownership of EMAPHOS, a phosphoric acid producer. Moroccomoroccoworldnews.comh24info.ma
- Lifosa suspended fertiliser production in August because of rising raw material prices. Lithuaniadelfi.lt
Trade flows and logisticsBack to the value chain
- Venezuela's Pequiven exported 30,000 tonnes of fertilisers to the United States. Venezuelalatinopinionbaltimore.com
- Security data showed attacks in the Strait of Hormuz at their highest level since the start of the war. Two Singapore-registered vessels were struck there and one of them sank. Irandailytrust.comhellenicshippingnews.com
- The US said 97% of ships transit the Strait of Hormuz safely despite Iranian attacks, while the head of the IMO urged ships to avoid the strait amid escalating attacks. Iranthehindubusinessline.comrussiaherald.com
- Iran said its 7-day plan to reopen Hormuz remains on the table, with reopening on the sixth day if conditions are met. A separate report said Iran declared the strait closed again. Iraniraqsun.comarynews.tv
- Drones struck two tankers near Romania's Black Sea coast, leaving seven sailors missing. Bulgaria said Russia was likely behind the drone strikes after a ship sank off its coast. Black Seacphpost.dknaharnet.combbc.co.uk
Prices and tendersBack to the value chain
- Reports differ on world urea. One said it plunged on the world market, affecting Latin America, while another put it up 6.9% worldwide. Globaleju.tvportafolio.co
- Urea prices in India fell by up to 10 percent before Diwali, with reports saying cheaper urea imports were secured. Separately, NPK rose Rs 500 per bag in Gujarat. Indiajagran.commoneycontrol.comgujaratsamachar.com
- Nitrogen fertilisers in Poland cost over PLN 100/t more than a month earlier, with no falls in sight. DAP reached as much as PLN 4,250/t. Polandfarmer.pl
- Nitrogen fertilisers in Spain rose after five months of declines, while N fertiliser in Germany remains expensive. Spain, Germanyagrodigital.comtopagrar.com
- In the United States, all eight major fertiliser nutrients cost more than at last harvest. United Statesrfdtv.com
- Winter stockpiling of potash and compound fertilisers has started in China, with prices described as bottoming out as profits recover. Chinacfi.net.cn
Crops and farm demandBack to the value chain
- A UN agency said disruption to Hormuz shipping is now beginning to affect harvests. A UN official separately warned of a looming food crisis as a plan covering fertiliser movements through Hormuz stalls. Globalmiddleeasteye.netaljazeera.com
- IFDC said in its latest bulletin that fertiliser system disruption continues in 2026. It noted that vessel traffic through the Strait of Hormuz was badly disrupted from March. Globalifdc.org
- Reports said US farmer sentiment fell as concern over input costs hit a record. Separate coverage pointed to growing fertiliser supply concerns ahead of spring planting. United Statesthecattlesite.comrfdtv.com
- USDA raised its US corn crop estimate to 407Mt. CME corn futures then set a new daily volume record after the higher outlook. United Statesfarmweekly.com.auprnewswire.com
- Turkish farmers voiced frustration that a tonne of cotton no longer buys a tonne of fertiliser. Turkeybirgun.net
- Maharashtra chief minister Devendra Fadnavis declared drought in 305 talukas and announced Rs 5,000 aid for affected farmers ahead of Diwali. Indiaaninews.infreepressjournal.in
Trade policy and sanctionsBack to the value chain
- Reports said the US imported Belarusian potash in a 30,000-tonne shipment, the first such import in four years. Belarusaljazeera.comvietgiaitri.com
- China's Ministry of Commerce announced the 2027 fertiliser import tariff quota total, together with its allocation principles and procedures. Chinaeastmoney.com1prime.ru
- Reports said Russian fertiliser supplies to the EU have fallen to a minimum. Separately, EU farmers were urged to secure fertiliser before CBAM starts. European Unionvz.ruthescottishfarmer.co.uk
- Trump waived Russia-related sanctions and tariffs under the Graham Act two days before they were due to take effect, sparing India and China the threatened 100% tariffs. Rubio said the impact can be reviewed for up to 60 days. Russiaabc3340.comwn.commanilatimes.net
- A proposal to scrap Vietnam's fertiliser export tax was put forward, according to TCBS Research. Vietnamtinnhanhchungkhoan.vn
Farm and fertiliser policyBack to the value chain
- Ireland announced a €46.2m Fertiliser Exceptional Aid Scheme. Farmers in Carlow and Kilkenny were urged to apply. Irelandirishexaminer.comrte.iekclr96fm.com
- Poland's fuel and fertiliser subsidy scheme had received nearly 170 thousand applications, with filings open until 23 October. Polandfarmer.pl
- Petrokimia Gresik is preparing 443,436 tonnes for subsidised supply before the planting season. Pupuk Indonesia separately readied 1.81 million tonnes of national stock. Indonesiaberitajatim.comrepublika.co.id
- The FAI sought the lifting of a ban on non-subsidised fertiliser sales in Uttar Pradesh, Maharashtra and Bihar. Indiathehindubusinessline.com
- Germany's agriculture ministers' conference agreed new regional fertiliser rules, under which the so-called red zones are to be dropped. Germanytopagrar.com
- The Odisha cabinet approved Rs 1360 crore for a corpus fund meant to ensure fertilisers and seeds are supplied on time. Indiapragativadi.com
Geopolitics and macroBack to the value chain
- Houthi missiles hit Riyadh airport on consecutive days, including a deadly strike. Saudi Arabia extended the airport's suspension of operations, and at least 15 airlines cancelled flights to the kingdom. Saudi Arabiaarabherald.combruneinews.netsiasat.com
- Saudi Arabia accused Iran of encouraging the Houthi attacks on Riyadh. Iran signalled readiness for dialogue with Saudi Arabia and the Houthis to resolve the conflict. Saudi Arabia, Iranutahindependent.comarabherald.com
- Trump said Russia and Ukraine agreed to an energy ceasefire. Russia said it was not interested, and Zelensky said Russia had already violated it. Russia, Ukrainetspr.orgnews3lv.comegyptindependent.com
- Trump later called Ukraine's resumed strikes on Russian oil refineries a "disgrace". Zelensky accused Trump of 'betrayal' as Ukraine launched a massive attack on Russia. Russia, Ukrainehelsinkitimes.fiexpress.co.uk
- Reports said the US military is weighing use of the 'mother of all bombs' in possible future strikes on Iran. Trump said Washington might have to hit the Pickaxe Mountain site in Iran. Iranemirates247.comal-monitor.com
- The IMF chief warned the Saudi attacks could have negative spillover "everywhere". The WTO chief said the West Asia war and geopolitics will have a lasting impact on trade. Globalnewvision.co.ugbdnews24.com
All headlines by country of publication
1,721 headlines from outlets in 89 countriesEvery story kept in the week, filed under the country of each outlet that carried it, to read the local press of a market. Non-English headlines show an English translation with the original below.
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